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VanEck Morningstar SMID Moat ETF

104 hedge funds and large institutions have $285M invested in VanEck Morningstar SMID Moat ETF in 2025 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 47 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 5

2% more funds holding

Funds holding: 102104 (+2)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

4% less capital invested

Capital invested by funds: $297M → $285M (-$12.3M)

8.92% less ownership

Funds ownership: 76.5%67.59% (-8.9%)

34% less repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 47

Holders
104
Holders Change
+2
Holders Change %
+1.96%
% of All Funds
1.37%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
9
Increased
31
Reduced
47
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TA
26
TPG Advisors
Illinois
$2.17M +$122K +3,393 +6%
SI
27
Stephens Inc
Arkansas
$1.91M +$29.8K +828 +2%
SPIA
28
Steward Partners Investment Advisory
New York
$1.79M +$23.6K +657 +1%
Stifel Financial
29
Stifel Financial
Missouri
$1.78M -$6.68K -186 -0.4%
FFA
30
First Foundation Advisors
California
$1.73M -$87K -2,421 -5%
BFA
31
Brown Financial Advisors
Ohio
$1.72M -$916K -25,484 -35%
BFA
32
Beaumont Financial Advisors
Massachusetts
$1.15M -$4.1K -114 -0.4%
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$1.1M +$144K +4,000 +15%
SFPG
34
Stonebridge Financial Planning Group
Florida
$1.09M +$60.1K +1,673 +6%
HighTower Advisors
35
HighTower Advisors
Illinois
$960K +$66.3K +1,846 +7%
AWA
36
Acorn Wealth Advisors
Michigan
$902K -$371K -10,328 -29%
MFS
37
Mattson Financial Services
Michigan
$887K -$548K -15,238 -38%
FFG
38
First Financial Group
North Carolina
$887K
IFG
39
Independent Financial Group
California
$831K +$248K +6,891 +43%
PWP
40
Pursue Wealth Partners
California
$831K -$151K -4,199 -15%
WIC
41
Woodmont Investment Counsel
Tennessee
$819K -$5.5M -152,933 -87%
CFS
42
Coordinated Financial Services
Colorado
$805K -$1.8K -50 -0.2%
PW
43
Paladin Wealth
Minnesota
$799K -$387K -10,781 -33%
ATC
44
Argent Trust Co
Tennessee
$785K -$71.9K -2,000 -8%
SFS
45
Stiles Financial Services
Minnesota
$774K +$40.5K +1,127 +6%
EH
46
Equitable Holdings
New York
$767K -$24.9K -693 -3%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$766K +$763K +21,221 New
CFCI
48
Comprehensive Financial Consultants Institutional
Indiana
$716K -$13.1K -364 -2%
LWA
49
Lowe Wealth Advisors
Maryland
$698K -$19.5K -542 -3%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$660K -$236K -6,575 -26%

SMOT Hedge Fund Activity: Q3 2025 in Review

104 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in VanEck Morningstar SMID Moat ETF (SMOT) for Q3 2025, worth a combined $285M — down 4.1% from $297M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new SMOT positions and 5 closed out — a net gain of 4 holders — while 31 added to existing stakes and 47 trimmed.

The largest buyer was LPL Financial, adding an estimated $2.71M. The largest seller was Gradient Investments, cutting an estimated $16.1M.

  • 104 institutional investors held VanEck Morningstar SMID Moat ETF (SMOT) as of Q3 2025, up from 102 in Q2 2025.
  • Funds reported $285M of VanEck Morningstar SMID Moat ETF stock for Q3 2025, down 4.1% quarter-over-quarter.
  • 9 funds opened new VanEck Morningstar SMID Moat ETF positions in Q3 2025 and 5 closed out, a net change of +4 holders.
  • The largest VanEck Morningstar SMID Moat ETF buyer in Q3 2025 was LPL Financial, an estimated $2.71M added.
  • The largest VanEck Morningstar SMID Moat ETF seller in Q3 2025 was Gradient Investments, an estimated $16.1M sold.

Based on aggregated 13F filings for Q3 2025.